The Tasks & Activities module helps investigators plan, organize, assign, and track work throughout the investigation lifecycle. It provides a centralized workspace for creating and managing tasks, scheduling important events, assigning responsibilities, and monitoring investigation progress.
Tasks and calendar Events can be linked to investigation records such as Cases and Subjects, ensuring that all related activities remain organized and easily accessible. Calendar Events help investigators schedule meetings, interviews, surveillance, court appearances, and other time-sensitive activities, while reminders help ensure important deadlines are not missed.
The module supports multiple calendar scopes, allowing users to view and manage calendars at the personal, department, case, or organization level depending on their role and needs.
The module also includes a Task Dashboard, Event Dashboard, Calendar View, and Agenda View, allowing users to monitor assigned work, track task progress, view upcoming activities, and manage their schedules from a single location..
This helps teams to:
- Organize investigation work into manageable tasks.
- Assign responsibilities to team members.
- Track task progress and completion.
- Schedule meetings, interviews, surveillance, and other investigation activities.
- Set reminders for important deadlines.
- Link tasks and events directly to Cases or Subjects.
- Maintain a complete history of investigation activities.
- Improve collaboration by assigning tasks to users within the same department or to Information Sharing users, based on operational requirements.
Tasks
Tasks are action items assigned to one or more users to ensure investigation activities are completed on time.
Common examples include:
- Reviewing evidence
- Verifying witness information
- Conducting interviews
- Collecting documents
- Completing case reports
- Following up on investigation leads
A task can include:
- Task name and description
- Priority
- Assigned user
- Due date
- Status
- Progress tracking
- Steps or subtasks
- Linked records
- Attachments
- Notes
- Reminder notifications
Events
Events are scheduled activities that occur on a specific date and time.
Common examples include:
- Interviews
- Court appearances
- Team meetings
- Site inspections
- Surveillance operations
- Follow-up appointments
An event can include:
- Date and time
- Duration
- Location
- Participants
- Linked investigation records
- Recurring schedules
- Reminder notifications
- Supporting files and notes
Task Dashboard
The Task Dashboard provides a quick overview of your assigned work and investigation activities. It displays key metrics such as:
- Open Tasks
- Due Today
- Important Tasks
- In Progress Tasks
- Completed Tasks
- Total Tasks
- Open Cases
- Open Subjects
Users can search, filter, and sort tasks to quickly locate work items requiring attention.
Event Dashboard
The Event Dashboard provides an overview of your scheduled calendar events and upcoming activities. It displays key metrics such as:
- Total Events
- Today's Events
- High Priority Events
- Recurring Events
- Tentative
- Events Owned by You
Users can search, filter, and sort events to quickly view scheduled activities and manage their calendar.
Calendar View and Agenda View
All created tasks and calendar events can be viewed from the Calendar View and Agenda View tabs.
- Calendar View displays tasks and events in a calendar format, making it easy to visualize schedules and upcoming activities.
- Agenda View displays tasks and events in a chronological list, allowing users to review upcoming and completed activities in a timeline format.